The following are steps users can take to change existing project enrollments or the type for their own agency's enrollments:
- Navigate to the client’s record and then the Entry/Exit tab
- Edit the Entry Assessment of the enrollment that needs to be corrected by clicking the pencil icon to its left.
- Save and Continue
- At the top, locate the Provider drop-down and select the new/correct project.
- If the new project is associated with a different funder, change the type with the corresponding response.
- Click Update.
These steps need to be completed when:
- Clients need to be transferred to a new project due to a user error or a closed project
- The incorrect type was originally selected, causing the wrong or no assessments to populate